CA
ARTY

Cetera Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Cetera Advisors’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$238K Buy
+6,940
New +$233K ﹤0.01% 2099
2023
Q3 		– Sell
-38,717
Closed -$1.28M – 1809
2023
Q2 		$1.28M Buy
+38,717
New +$1.19M 0.02% 631

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Advisors's ARTY Position: Q1 2024 in Review

Cetera Advisors opened a new position in iShares Future AI & Tech ETF (ARTY) in Q1 2024: 6,940 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #2099 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in ARTY as recently as Q2 2023.

Cetera Advisors first reported a position in ARTY in Q2 2023 and has held it in 2 quarters since. The position peaked at $1.28M in Q2 2023. 160 funds tracked by Wall St. Rank hold ARTY as of Q1 2024.

  • Cetera Advisors held 6,940 shares of iShares Future AI & Tech ETF worth $238K as of Q1 2024.
  • iShares Future AI & Tech ETF was a new Cetera Advisors position in Q1 2024.
  • iShares Future AI & Tech ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2099 holding.
  • Cetera Advisors first reported a position in iShares Future AI & Tech ETF in Q2 2023 and has held it in 2 quarters since.
  • Cetera Advisors's iShares Future AI & Tech ETF position peaked at $1.28M in Q2 2023.
  • 160 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.